HB Neo (RazorpayX), Trail Balance New, Purchase Summary

Features:

• HB Neo (RazorpayX)
• Trial Balance New Report
• Purchase Summary Report
• Customize Columns setting on Listing page (Quote, Sales Order, Delivery Challan, Credit Note, etc.)
• UI changes of Listing page
• New Pagination
• New Fields added in Export
• Fixed some Customer issues.

HB Neo (RazorpayX): With this release, we have provided new payment method of
RazorpayX. RazorpayX is enabled in ICICI and RBL bank. Now you can make the payment through RazorpayX from
Bill and Expense.

Available Here: Settings → Payment Management and Neo Banking → HB Neo (RazorpayX)

Please referrer below screenshot for your help.

Add RazorpayX from Bank.

Click RazorpayX

Trial Balance New: With this release, we have provided new Trial
Balance report with Group and Ledger wise and it gets uploaded fast with huge data.

Available Here: Reports → Financial → Trial Balance New

Please referrer below screenshot for your help.

Group-wise

Ledger-wise

Export

Purchase Summary Report: With this release, we have provided vendor wise
Purchase Summary report for faster access with all Purchases, Expense and Debit Note

Available Here: Reports → Purchase → Purchase Summary

Please referrer below screenshot for your help.

Customize Columns setting on Listing page: With this release we have
given provision to user to customize columns in the below modules of listing page:-

1. Quote
2. Sales Order
3. Delivery Challan
4. Credit Note
5. Purchase Order
6. Goods Receipt Note
7. Debit Note
8. Expense
9. Manual Journal
10. Manufacturing Journal

Available Here: Sales → Quote → Listing page

Please referrer below screenshot for your help.

UI changes of Listing page: With this release we have given new ui of
Sales, Bill, etc. listing pages.

Available Here: Sales → Sale → Listing page

Please referrer below screenshot for your help.

Click on Customer Name then it is redirected to Customer view page

Click on Invoice Number then it is redirected to Invoice view page

New Pagination: With this release, we have introduced new pagination. Now
you can move from first page to last page and also move those pages which you have to define the pages number.

Available Here: Sales → Sale → Listing page

Please referrer below screenshot for your help.

New Fields added in Export: With this release, we have provided new
fields Service Charge, Packing Charge and Making Charge in Export (Sales, Bills, Expense, etc.)

Available Here: : Sales → Invoice → Export

Please referrer below screenshot for your help.

Bugs:We have fixed some Customer issues.

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at:
qa@hostbooks.com.